Expand Energy Corp
EXE- Exchange
- Nasdaq
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000895126
No open-market purchases or sales by Expand Energy Corp insiders were filed in the last 90 days; 854 institutions reported holding it in 13F filings for Q2 2026, worth $20.0B in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in Expand Energy Corp as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 899
- +38 vs. Q4 2025
- Shares held
- 218.5M
- +25.5M (+13.2%) vs. Q4 2025
- Total value
- $24.0B
- +$2.68B (+12.6%) vs. Q4 2025
- New holders
- 164
- 375 more added
- Sold out
- 126
- 238 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 854 | $20.0B |
| Q1 2026 | 899 | $24.0B |
| Q4 2025 | 871 | $24.6B |
| Q3 2025 | 764 | $23.7B |
| Q2 2025 | 812 | $25.2B |
| Q1 2025 | 737 | $24.7B |
| Q4 2024 | 641 | $22.6B |
| Q3 2024 | 467 | $12.9B |
| Q2 2024 | 470 | $11.8B |
| Q1 2024 | 495 | $12.6B |
| Q4 2023 | 467 | $10.2B |
| Q3 2023 | 479 | $11.8B |
| Q2 2023 | 457 | $10.9B |
| Q1 2023 | 459 | $9.73B |
| Q4 2022 | 491 | $12.3B |
| Q3 2022 | 436 | $12.3B |
| Q2 2022 | 386 | $10.8B |
| Q1 2022 | 345 | $12.1B |
| Q4 2021 | 268 | $8.47B |
| Q3 2021 | 209 | $6.79B |
| Q2 2021 | 170 | $5.64B |
| Q1 2021 | 118 | $4.08B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Expand Energy Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 32,216 | $3.54M | 0.04% | +2,097+7.0% | Added |
| Steward Partners Investment Advisory, LLC | 32,158 | $3.53M | 0.02% | +11,137+53.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,560 | $3.46M | 0.03% | +693+2.2% | Added |
| Swiss Life Asset Management Ltd | 31,371 | $3.44M | 0.02% | +5,481+21.2% | Added |
| First Dallas Securities Inc. | 31,014 | $3.40M | 1.26% | +3,320+12.0% | Added |
| Capitolis Liquid Global Markets LLC | 30,902 | $3.39M | 0.02% | +30,902 | New |
| Nissay Asset Management Corp | 30,625 | $3.36M | 0.02% | +415+1.4% | Added |
| Moran Wealth Management, LLC | 29,834 | $3.28M | 0.10% | +8,802+41.9% | Added |
| Zacks Investment Management | 29,823 | $3.27M | 0.03% | +1,343+4.7% | Added |
| Hartree Partners, LP | 28,959 | $3.18M | 0.69% | −53,820−65.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,603 | $3.14M | 0.00% | −4,184−12.8% | Reduced |
| Jefferies Financial Group Inc. | 28,350 | $3.11M | 0.04% | +733+2.7% | Added |
| Tower Research Capital LLC (TRC) | 28,303 | $3.11M | 0.08% | +23,598+501.6% | Added |
| Vestcor Inc | 28,281 | $3.10M | 0.09% | +21,646+326.2% | Added |
| River Road Asset Management, LLC | 28,086 | $3.08M | 0.03% | −1,947−6.5% | Reduced |
| CWM Advisors, LLC | 27,526 | $3.02M | 0.18% | +24,582+835.0% | Added |
| Oregon Public Employees Retirement Fund | 27,295 | $3.00M | 0.04% | +79+0.3% | Added |
| Two Sigma Securities, LLC | 26,800 | $2.94M | 0.34% | +12,567+88.3% | Added |
| Virtu Financial LLC | 26,650 | $2.93M | 0.12% | +26,650 | New |
| UniSuper Management Pty Ltd | 26,540 | $2.91M | 0.02% | +1,043+4.1% | Added |
| Merit Financial Group, LLC | 26,313 | $2.89M | 0.02% | +4,136+18.6% | Added |
| Brandes Investment Partners, LP | 26,303 | $2.89M | 0.02% | +3,176+13.7% | Added |
| Commonwealth Equity Services, LLC | 26,159 | $2.87M | 0.00% | −4,200−13.8% | Reduced |
| Jump Financial, LLC | 25,619 | $2.81M | 0.04% | +25,619 | New |
| Clear Harbor Asset Management, LLC | 25,457 | $2.79M | 0.19% | +9,618+60.7% | Added |
| Allstate Corp | 25,248 | $2.77M | 0.03% | +6,877+37.4% | Added |
| Yousif Capital Management, LLC | 25,207 | $2.77M | 0.03% | −901−3.5% | Reduced |
| TD Waterhouse Canada Inc. | 26,067 | $2.76M | 0.01% | +12,457+91.5% | Added |
| Aigen Investment Management, LP | 24,964 | $2.74M | 0.70% | +24,964 | New |
| Fifth Third Wealth Advisors LLC | 24,767 | $2.72M | 0.09% | +13,707+123.9% | Added |
| Atom Investors LP | 24,670 | $2.71M | 0.19% | +24,670 | New |
| Retirement Planning Group | 24,372 | $2.68M | 0.08% | +24,372 | New |
| Carlson Capital L P | 23,734 | $2.61M | 1.03% | +23,734 | New |
| GAM Holding AG | 23,633 | $2.59M | 0.23% | −16,023−40.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 23,471 | $2.58M | 0.92% | +150+0.6% | Added |
| State of Alaska, Department of Revenue | 23,473 | $2.58M | 0.03% | −135−0.6% | Reduced |
| SummitTX Capital, L.P. | 23,298 | $2.56M | 0.08% | +17,868+329.1% | Added |
| Union Bancaire Privee, UBP SA | 25,568 | $2.56M | 0.05% | −3,362−11.6% | Reduced |
| BW Gestao de Investimentos Ltda. | 22,992 | $2.52M | 0.11% | −123,708−84.3% | Reduced |
| Delta Global Management LP | 22,792 | $2.50M | 0.20% | +18,371+415.5% | Added |
| Beck Capital Management, LLC | 22,576 | $2.48M | 0.57% | +6,066+36.7% | Added |
| Neo Ivy Capital Management | 22,389 | $2.46M | 0.65% | +21,722+3,256.7% | Added |
| Mfg Wealth Management, Inc. | 22,121 | $2.43M | 2.01% | +1,148+5.5% | Added |
| Patton Fund Management, Inc. | 22,103 | $2.43M | 0.41% | −37,894−63.2% | Reduced |
| Bridgefront Capital, LLC | 21,888 | $2.40M | 0.60% | +11,871+118.5% | Added |
| J. Safra Sarasin Holding AG | 21,802 | $2.39M | 0.04% | +21,802 | New |
| Public Employees Retirement Association of Colorado | 21,707 | $2.38M | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 21,682 | $2.38M | 0.13% | −2,928−11.9% | Reduced |
| D.A. Davidson & Co. | 21,535 | $2.36M | 0.01% | +13,772+177.4% | Added |
| Permanent Capital Management, LP | 22,396 | $2.29M | 0.36% | −1,449−6.1% | Reduced |
| Sanctuary Advisors, LLC | 20,612 | $2.26M | 0.01% | −1,608−7.2% | Reduced |
| Jones Financial Companies LLLP | 19,847 | $2.25M | 0.00% | +17,112+625.7% | Added |
| KBC Group NV | 20,252 | $2.22M | 0.01% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 20,066 | $2.20M | 1.57% | +422+2.1% | Added |
| Norinchukin Bank, The | 20,051 | $2.20M | 0.03% | +22+0.1% | Added |
| Manatuck Hill Partners, LLC | 20,000 | $2.20M | 0.72% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 19,978 | $2.19M | 0.02% | −174,401−89.7% | Reduced |
| Stanley-Laman Group, Ltd. | 19,142 | $2.10M | 0.26% | +1,416+8.0% | Added |
| Oppenheimer & Co Inc | 19,102 | $2.10M | 0.03% | +6,016+46.0% | Added |
| IMC-Chicago, LLC | 18,932 | $2.08M | 0.03% | +18,932 | New |
| Uhlmann Price Securities, LLC | 18,911 | $2.08M | 0.14% | −645−3.3% | Reduced |
| Gulf International Bank (UK) Ltd | 18,509 | $2.03M | 0.05% | +6,872+59.1% | Added |
| Rockefeller Capital Management L.P. | 18,460 | $2.03M | 0.00% | +1,029+5.9% | Added |
| CI Private Wealth, LLC | 18,025 | $1.97M | 0.00% | −2,080−10.3% | Reduced |
| Arkadios Wealth Advisors | 17,478 | $1.92M | 0.03% | +1,242+7.6% | Added |
| Investment Management Corp of Ontario | 17,055 | $1.87M | 0.02% | −3,365−16.5% | Reduced |
| McAlvany Wealth Management LLC | 16,745 | $1.87M | 1.26% | +1,206+7.8% | Added |
| Kovitz Investment Group Partners, LLC | 16,996 | $1.87M | 0.04% | +16,996 | New |
| Lombard Odier Asset Management (USA) Corp | 16,388 | $1.80M | 0.97% | −5,121−23.8% | Reduced |
| Summit Trail Advisors, LLC | 16,128 | $1.77M | 0.03% | +7,997+98.4% | Added |
| Brighton Jones LLC | 16,056 | $1.76M | 0.04% | +16,056 | New |
| The PNC Financial Services Group, Inc. | 16,029 | $1.76M | 0.00% | +614+4.0% | Added |
| Nisa Investment Advisors, LLC | 15,841 | $1.74M | 0.01% | +1,284+8.8% | Added |
| Nierenberg Investment Management Company, Inc. | 15,555 | $1.71M | 0.85% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 15,388 | $1.69M | 0.02% | +7,372+92.0% | Added |
| Donoghue Forlines LLC | 15,335 | $1.68M | 0.47% | −4,306−21.9% | Reduced |
| Vident Advisory, LLC | 15,303 | $1.68M | 0.01% | +313+2.1% | Added |
| Vontobel Holding Ltd. | 15,113 | $1.66M | 0.01% | +3,928+35.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,931 | $1.64M | 0.00% | +763+5.4% | Added |
| Pathstone Holdings, LLC | 14,836 | $1.63M | 0.01% | +237+1.6% | Added |
| Polianta Ltd | 14,700 | $1.61M | 0.21% | +14,700 | New |
| US Bancorp | 14,605 | $1.60M | 0.00% | −822−5.3% | Reduced |
| Buckingham Strategic Partners | 14,466 | $1.59M | 0.02% | +8,230+132.0% | Added |
| Mizuho Securities USA LLC | 14,398 | $1.58M | 0.04% | −2,944−17.0% | Reduced |
| DRW Securities, LLC | 14,295 | $1.57M | 0.09% | +14,295 | New |
| McGowan Group Asset Management, Inc. | 13,871 | $1.52M | 0.19% | −10,202−42.4% | Reduced |
| Glenorchy Capital Ltd | 13,719 | $1.51M | 0.81% | −10,529−43.4% | Reduced |
| Hartford Investment Management Co | 13,648 | $1.50M | 0.05% | −163−1.2% | Reduced |
| Stephens Inc | 13,617 | $1.49M | 0.02% | −202−1.5% | Reduced |
| Independent Advisor Alliance | 13,614 | $1.49M | 0.02% | −4,101−23.1% | Reduced |
| JustInvest LLC | 13,590 | $1.49M | 0.01% | −1,018−7.0% | Reduced |
| Braun Stacey Associates Inc | 13,575 | $1.49M | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 13,520 | $1.48M | 0.00% | +13,520 | New |
| O'Shaughnessy Asset Management, LLC | 13,373 | $1.47M | 0.01% | +542+4.2% | Added |
| Encompass More Asset Management | 13,322 | $1.46M | 0.25% | +4,299+47.6% | Added |
| Persistent Asset Partners Ltd | 13,077 | $1.46M | 0.57% | +4,669+55.5% | Added |
| Cloverfields Capital Group, LP | 13,221 | $1.45M | 0.47% | +20.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,067 | $1.43M | 0.81% | +2,131+19.5% | Added |
| Hohimer Wealth Management, LLC | 12,968 | $1.42M | 0.17% | +9,655+291.4% | Added |
| Fox Run Management, L.L.C. | 12,365 | $1.38M | 0.24% | +56+0.5% | Added |